We are here to help you create a secure and stable financial future. Our approach is to view and analyse our client’s issues or queries from different perspectives and come up with the most effective and ideal solution.
A stress-free path to managing your finance
Creating ideal financial strategies to meet personal needs of individuals
Financial Planning & Investments
Professional advice in setting up financial strategies; evaluating current financial status and creating future plans or solutions; whether that would be a business or an individual. We give guidance in investment options according to your personal needs and objectives.
If seeking advice or preparation for purchasing a new property, suggestions for any queries with your personal bank, our team of competent and talented advisers will provide you with the guidance you need.
Protection & Insurance
We help deal with and prevent issues such as debt, mortgage, bank loans and others. As well as this we will create and action plan including insurance schemes to help you secure build a stress-free financial future.
WHO WE ARE & WHAT WE DO
We are a team of highly competent advisers with years of experience specialising in wealth management and financial advice; everything from investments, insurance, to mortgages and pensions. This may include
- Preparation for retirement or restructuring current schemes.
- Insurance schemes to build a stress-free financial future.
- Strategies for purchasing new properties and mortgage advice.
- Smart investment and retirement plans.
- Insurance solutions to prevent unexpected financial difficulties.
- Face to face advice & personal meetings.
Don't ask us, Ask our Clients
I had contacted Wealth Max when I was in need of financial advice regarding my application for a mortgage. The advisers were able to provide me with the steps which helped me build eligibility and purchase my first property.
Director | Compisoft UK
Wealth Max helped me to put myself on to the ladder three years ago when I was a tenant and Now I’ve three properties in London. All of this was impossible without their help and clever advice.
Director | Entrepreneur
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